It is impossible to enjoy idling thoroughly unless one has plenty of work to do. There is no fun in doing nothing when you have nothing to do. Wasting time is merely an occupation then, and a most exhausting one. Idleness, like kisses, to be sweet must be stolen. - Jerome K. Jerome

Gold fell to roughly $700 an ounce last year, but is now near $950. This is an early signal of excessive monetary ease. And oil is now above $53 a barrel after falling into the mid-$30s-per-barrel range last year. This is a sign of both easy money and a return in velocity.